BoardAssist.ca

We're here to assist your Board and Executive Team with the Bureaucracy
while you focus on your business.

Our Services for Public Companies and Reporting Issuers

Financial Statement Prep

In today’s high paced world, CFO’s need to focus on building value.

Our Team takes care of the time consuming tasks of Quarterly and Yearly Financial Reporting, to Sedar+ and your Auditors. 

MD&A

Executives are busy with everyday growth; save the bureaucracy to us.

Through you, we track your MD&A and complete the quarterlies for your review, saving you precious time, while meeting deadlines.  

Quarterly Filings for Listings Exchanges

Missing filings can affect your reputation and stock price.

We provide the support to meet the tight deadlines, and keep your company in good standing. 

Audit Committee Support / Audit Prep

Audit committees are taking on increasing amount of responsibility and scrutiny.

Our experts guide your Audit Committee through the extensive requirements and steps, while providing support in producing documentation, allowing your Audit committee to save time to focus on the issues at hand. 

Governance Consulting
& Support OSC & Exchange Reviews

When an OSC review takes place, teams need additional short-term qualified support.

We work with your Board and Management team to organize and build your response jointly with your legal team, saving you costs in the process. 

SR&ED

We assist companies in identifying SREDs and qualified Research
Establishing protocols and polices to track the SREDs and assist in the draft of the SRED report.

SRED Audits: we’re there to guide you through the process to achieve the best results. 

Corporate Secretarial Services

We use the latest technology to assist in tracking and recording corporate minutes for all BoD meeting and sub-committee meetings saving time, and creating a central organized data location for your organization. 

CRA Audits

CRA and the Government of Canada has stepped up their frequency of audits for all Personal, Business, HST and Payroll accounts.

Proper communication is vital when corresponding with the CRA. We guide you thru the process and ensure you receive fair treatment, while maximizing your credits and refunds. 

About Us

Jeff Zajac FCPA, CPA
Highlights
• BoD Chair & Vice Chair
• Audit Committee Chair
• Compensation Committee Chair
• Governance Committee
• SRED Expert
• OSC Reviews / CRA Audits

Jeff, is a Chartered Professional Accountant and became a Fellow of the Institute before the age of 40, a rare honour.

He articled with E&Y, KPMG and Yale and Partners before starting he own Tax Practice in Etobicoke, in the 1990’s, where he still currently resides.

Jeff brings to your team significant Board experience, and committee experience, which he leverages to assist your team whether during normal operations or a crisis.

Jeff has first hand experience as an Angel Investor, and knows first hand expectations of Venture Capitalists.

Jeff holds a Master’s in Leadership Studies from the University of Guelph, a Bachelor of Commerce and Finance degree from the University of Toronto, the Canadian Securities Course and a Certified International Trade Professional designation.


Bruce Barnaby CPA
Highlights
• Compensation Committee Chair
• Governance Committee Chair
• Audit Committee
• CFO, Internal Controls, Board Reporting
• MD&A review & prep
• Committee Governance documentation

Bruce Barnaby has developed deep industry knowledge of finance operations, corporate transformation, and change management.

He is a Certified Public Accountant (Ontario), holds a Bachelors of Commerce from University of Toronto and a Masters Certificate in Project Management from York University.

Bruce brings his wealth of experience from public boards and committees to your team, complementing the skills sets you need to save time, costs and meet necessary scrutiny and deadlines. 











Contacts

Phone

(416) 520 - 6340

Email

info@BoardAssist.ca

Address

16-115 Woodstream Blvd, 
Vaughan ON, L4L 8K5

Contact Form

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